Position in URI
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$492,807
+$176,612 QoQ
Shares Held
435
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,021
of 1,581 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in URI Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026Quantum Financial Advisors, LLC holds $695,646 across 2 Rental & Leasing Services names. URI ranks #1 (70.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
This page
|
435 | $492,807 | |
| 2 | R |
Ryder System Inc
|
769 | $202,839 |
All Filings in URI
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $492,807 | 435 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $316,195 | 434 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $352,054 | 435 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $414,322 | 434 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $326,975 | 434 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $271,987 | 434 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $305,726 | 434 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $351,422 | 434 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $280,680 | 434 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $312,961 | 434 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $248,864 | 434 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||